+36.4%
PRTA vs VOO
+585.0%
-548.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.8% |
| 7D | +5.3% | +0.1% | +5.1% | +5.0% |
| 30D | +15.7% | +0.1% | +15.6% | +15.5% |
| 3M | +6.2% | +2.0% | +4.1% | +2.7% |
| 6M | -0.4% | +13.0% | -13.4% | -16.3% |
| YTD | +2.8% | +13.6% | -10.8% | -14.0% |
| 1Y | +19.6% | +20.1% | -0.5% | -7.3% |
| 3Y | -82.2% | +77.6% | -159.8% | -92.2% |
| 5Y | -86.2% | +82.4% | -168.7% | -94.0% |
| 10Y | -81.2% | +316.8% | -398.0% | -97.7% |
| All | +36.4% | +585.0% | -548.6% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling